Become a Client-Focused Personal Lines Advisor at Summit in Kelowna. Drive excellence in client insurance services while enjoying a supportive and versatile workspace.

Summit is redefining commercial insurance, and we need a passionate Personal Lines Advisor. You’ll manage a diverse book of clients, ensuring they receive customized property and automobile insurance solutions. Your proactive approach will enhance client satisfaction and contribute to Summit’s growth across Canada.

Key Responsibilities:



• Guide clients on property and automobile insurance options • Assess and mitigate risks while negotiating with insurers • Oversee the policy lifecycle from initial quote to renewal • Enhance client experience through workflow optimization • Stay updated on insurance market and trends

Requirements: • Level 2 insurance license mandatory (CAIB 1, 2, 3) • At least 2 years' experience in personal lines insurance • RIBO licensing to be obtained within 3 months • Background in serving high-net-worth clients is a plus • Experience with Hubspot or similar platforms preferred

Leverage your personal lines expertise to foster exceptional client relationships and contribute to Summit’s vision. #J-18808-Ljbffr

📌 Client Focused Personal Lines Advisor Winnipeg
🏢 Summit Commercial Solutions
📍 Winnipeg